Form 2318-2025

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering the Credit Union Name and your Social Security Number in the designated fields. Ensure accuracy as this information is crucial for processing.
3. In section A, read the statements carefully regarding your spouse's beneficiary status. If all statements are true, check the box and provide your spouse's name and year of birth.
4. Move to section B to select how you wish to receive your required IRA distributions. Choose one option that best fits your needs.
5. In section C, specify when you would like your payments to begin. Remember, this date cannot be later than April 1 of the year you turn 71½.
6. For section D, indicate how often you want to receive payments each year by checking one of the options provided.
7. In section E, choose how you would like to receive your payments—either by check or direct deposit into your account.
8. Finally, in section F, decide if you want federal income taxes withheld from your payments and make your selection accordingly.
9. Sign and date the form at the bottom before submitting it through our platform for processing.

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